See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,379 | $152,509-76.1% | $117,472-69.0% | $134,475-72.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 59.42% | 52.99%+6.4pp | 29.74%+29.7pp | 417.96%-358.5pp |
| Employer contribution / active EE | $14,743 | $5,571+164.6% | $4,176+253.0% | $4,740+211.0% |
| Participant deferral / active EE | $9,955 | $4,818+106.6% | $4,070+144.6% | $6,400+55.6% |
| Admin fee / account holder | $162 | $7,004-97.7% | $5,645-97.1% | $11,426-98.6% |